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Disclosery

AdvicePeriod, LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AdvicePeriod, LLC on VGSH, newest first. How the timeline and the estimate are built.

AdvicePeriod, LLC held 1,039,890 VGSH shares at 2021-06-30 per its 13F-HR filed 2021-07-29.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 1,039,890 shares
    Change vs previous 13F +103,922 shares

    4.16% of the 13F portfolio, value $63,880,000.

    13F-HR 0001221073-21-000074 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-03-31
    13F/A 935,968 shares
    Change vs previous 13F +187,975 shares

    4.09% of the 13F portfolio, value $57,581,000.

    13F-HR/A 0001221073-21-000054 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-12-31
    13F 747,993 shares
    Change vs previous 13F +222,296 shares

    3.54% of the 13F portfolio, value $46,076,000.

    13F-HR 0001221073-21-000017 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-09-30
    13F 525,697 shares
    Change vs previous 13F +206,978 shares

    2.96% of the 13F portfolio, value $32,641,000.

    13F-HR 0001221073-20-000157 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-06-30
    13F 318,719 shares
    Change vs previous 13F +114,214 shares

    2.16% of the 13F portfolio, value $19,824,000.

    13F-HR 0001221073-20-000128 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-03-31
    13F 204,505 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $12,749,000.

    13F-HR 0001221073-20-000066 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).